Plan Snapshot
- Plan Sponsor: Walkerhealthcareit, LLC
- Sponsor EIN: 261801967
- Sponsor Address: 21 E LONG LAKE ROAD, BLOOMFIELD HILLS, MI, 48304
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $885,537
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 152 | $885,537 | $0 | $311,508 |
| 2023 | 134 | $730,892 | $0 | $301,616 |
| 2022 | 102 | $422,977 | $0 | $263,738 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WALTERS & ASSOCIATES CPAS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $10,813 | — | — | — | — |
| 2023 | $1,420 | — | — | — | — |
| 2022 | $620 | — | — | — | — |